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Generate more leads with the tractFile + Microsoft Dynamics On Premises integration
tractFile / Microsoft Dynamics On Premises
Integrations

Streamline your data management process with the tractFile + Microsoft Dynamics On Premises integration

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Does tractFile integrate with Microsoft Dynamics On Premises? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting tractFile and Microsoft Dynamics On Premises

Quick summary of tractFile

tractFile is a powerful and simple to use contract management and CRM software. The tractFile system is fully customizable and flexible and allows you to keep track of contracts and recurring transactions. tractFile also boasts an excellent CRM module which is great for setting reminders and keeping up with your customers' needs.

The CRM module also allows you to create company profiles or only customer profiles and you can link client profiles to a company. Once in the system, you can connect reminders to customers so you know when to send them by e-mail or if you have a meeting with them.

The tractFile contract management module allows you to create templates for your contracts by highlighting different clauses in the contract to send to your customers to make sure they read that part. You can also set up recurring payments for contracts that automate billing.

Quick summary of Microsoft Dynamics On Premises

Microsoft Dynamics on Premises is a CRM platform that allows you to improve customer relationships, enhance the work and collaboration of people within the company. Referred to Local Business Data by Microsoft, on-premise is the “traditional” way to deploy software. This option allows users to host their Dynamics 365 software either on their servers, or those of an IT partner.

Thanks to the appropriate tools to improve productivity and amplify the relational capacity, with Microsoft on Premises you will have strategic assets at your disposal.

Moreover, having Microsoft Dynamics on Premises available, it is possible to reinvent and revive the Marketing, Sales and Services activities as the organization are improved and, thanks to the return data, space is offered to new ideas in communication with customers already purchases and potentials.


Other popular Microsoft Dynamics On Premises integrations offered by LeadsBridge

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